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Retirement tax questions
a few more questions.
1. am I correct to assume that I cannot obtain any tax return documents such as 1040s and 8 606s that go back 16 years or longer?
2. without being able to obtain those very old returns, I have no way of knowing if there is an 8606 to correct for that year (or whether I took it as a deductible contribution), so do I start with whichever year I do have returns for and supporting documentation and use that as my starting point to track basis and and exclude the unknown information possibilities from the prior years?
thanks
‎January 11, 2024
4:33 AM